See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,046 | $52,580-54.3% | $71,671-66.4% | $70,131-65.7% |
| Participation rate | 81.8% | 60.9%+20.9pp | 68.7%+13.1pp | 69.5%+12.3pp |
| Annual return | 14.18% | 20.25%-6.1pp | 20.65%-6.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $235 | $1,616-85.4% | $2,460-90.4% | $2,342-90.0% |
| Participant deferral / active EE | $1,437 | $2,386-39.8% | $3,438-58.2% | $3,332-56.9% |
| Admin fee / account holder | $632 | $3,653-82.7% | $5,558-88.6% | $4,645-86.4% |